XTRF 6

NEW FEATURES

• Personalized dashboard
• Smart Project history
• Graphical overview of scheduled jobs
• Automated work with Smart Quotes and Smart Projects
  • Automated step types
  • Purchase Orders sent automatically
  • Automatic delivery to client
  • Automatic finance management
  • Automatic quote-to-project conversion
  • Automation panel
  • Automatic scheduling
  • Automatic job splitting
  • Automatic CAT analyses
  • Automatic vendor assignment
• Copying Smart Projects and Quotes
• Smart Project alerts in notification center
• Smart synchronization of your memoQ data
  • memoQ projects created without a click
  • Smart Projects with file filters in memoQ
  • CAT tool document status in Smart Projects
  • Bilingual documents for vendors in projects integrated with memoQ
• Getting CAT analyses for bilingual documents
• Home Portal API includes Smart Projects commands
• Home Portal: Manual time logging

GENERAL IMPROVEMENTS

• Improved messages for SDL Trados Studio integration
• Custom fields available in shared scope and for Quote Request Form
• Client's preferred vendors
• Smart Connectors to create quotes
• Smart Connectors allow connecting to external REST services
• Vendor Portal: PDF invoice files at hand
• Vendor Portal: Opening work files in CAT tool interface with one click
• Vendor Portal: Exporting bilingual documents to vendor's local machine
• Vendor Portal: One display with all price profiles
• Vendor Portal: Tracking vendors' working time for memoQ jobs
• Customer Portal: Different rights for client's requester and approver
• Customer Portal: New sign-in page
• Customer Portal: Quotes and projects associated with access rights
• Customer Portal: Better project finder
• Customer Portal: Filter items on the list in all modules
• Customer Portal: Custom Fields and Actual Delivery Date
• Customer Portal: Cost Centers / Budget Codes
• Customer Portal: Improved Project Confirmation
• Customer Portal API: Business reports
• Customer Portal API: Correction to saving additional notes entered

IMPROVED SMART PROJECT FEATURES

• Language-independent tasks less prominent
• Adding new Client at project creation stage
• Selecting additional contacts
• Flexible approach for job auto-starting
• More flexibility in Vendor Filtering Rules
• Date fields are validated
• Convenient file handling
• More informative Finance Overall card
• Improved Job Offers
• Step Types management
• Forking processes (EXPERIMENTAL)

OTHER IMPROVEMENTS

• Classic Projects: "Simple Context" setting is TRUE by default memoQ integration
• Automatic creation of invoices per contact person from task
• Enhanced Quote Request Form
• Calculation of Gross Total on vendor invoices has been corrected to avoid differences on rounding numbers
• Email notifications for PMs, Clients and Vendors have been improved
• Default CAT tool list has been updated
• Floating license approach
• ... and lots of other functional, visual and textual corrections to the user interface have been introduced

DEPRECATED FUNCTIONALITY

• Document Templates BIRT2 Engine